Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Brendan Murray, Bloomberg Global Trade Editor, discusses President Donald Trump’s tariffs. Gene Munster, Managing Partner at Deepwater Asset Management, joins to talk Nvidia earnings. Frank Monkam, Head of Macro Trading at Buffalo Bayou, discusses the latest on the markets. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information....
Feb 27, 2025•21 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Erik Wasson, Bloomberg Congressional Reporter, discusses House Republicans passing a budget blueprint calling for deep cuts in safety-net programs such as Medicaid, paving the way for $4.5 trillion in tax cuts. Daniel McGahn, AMSC CEO, discusses company earnings and the energy sector. Matt Stucky, Chief Portfolio Manager, Equities, at Northwestern Mutual Wealth Management, discusses the markets and looks ahead to Nvidia earnin...
Feb 26, 2025•21 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. Carol Schleif, Chief Investment Officer, at BMO Family Office, discusses her outlook for the markets. Tom Orlik, Bloomberg Economics Chief Economist, talks about the Trump administration planning to expand efforts to limit China's technological advancements. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her out...
Feb 25, 2025•21 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses Apple saying it will hire 20,000 new workers and produce AI servers in the US. Kathleen Quirk, President and CEO of Freeport-McMoRan, joins from the BMO Global Metals, Mining and Critical Minerals conference. Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, discusses her outlook for the markets. Max Chafkin, Bloomberg Busines...
Feb 24, 2025•25 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the latest autos news. Mark McClain, CEO of Sailpoint Technologies, talks about SailPoint’s IPO. Spencer Soper, Bloomberg News Technology and E-Commerce Reporter, discusses the Bloomberg Big Take story: “Temu's Rise Was Aided by Trump. Now He Poses a Threat .” Trina White, BNEF Sustainable Finance Analyst, discusses Ener...
Feb 21, 2025•39 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses her outlook for the markets. Glen Losev, Bloomberg Intelligence Senior Equity Analyst, discusses the US Justice Department investigating UnitedHealth Group’s Medicare billing practices. Enda Curran, Bloomberg Global Economy Reporter, discusses President Donald Trum...
Feb 21, 2025•21 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Emily Cohn, Bloomberg Consumer Team Leader, discusses Walmart earnings. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses the Fed and the markets. Sara Lind, Co-Executive Director of Open Plans, discusses New York City congestion prices. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets. Hosts: Paul Sweeney ...
Feb 20, 2025•28 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Max Chafkin, Bloomberg Businessweek Senior Reporter and Co-Host of the Elon Inc Podcast, discusses Elon Musk's X being in talks to raise money from investors at a $44 billion valuation. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Wednesday’s Apple product launch. Jessica Kriegel, Chief Strategy Officer at Culture Partners, talks about how the federal workforce is reacting to more mass layoffs. Mary Ann Ba...
Feb 19, 2025•26 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses U.S, Russia talks on Ukraine. Grace Lee, Senior Portfolio Manager for Columbia Threadneedle, discusses her outlook for the markets. Ian Balina, Founder and CEO of Token Metrics, discusses how AI is transforming the retail investment landscape, and Trump crypto developments. Hosts: Paul Sweeney See omnystudio.com/listener for privacy inform...
Feb 18, 2025•21 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. Will Hares, Bloomberg Intelligence Global Energy Analyst, talks about Elliott Investment building a stake in BP. Jody Lurie, Bloomberg Intelligence Credit Analyst, gives her cruise and theme park outlook. Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, discusses TD Bank exiting its stake in Charles Sc...
Feb 14, 2025•36 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Shawn Donnan, Bloomberg News Senior Economics Writer, discusses Donald Trump’s widening trade fight to include global taxes and regulation. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Meta planning to work on its own humanoid robot hardware. Lauren Hochfelder, Co-CEO of Morgan Stanley Real Estate Investing, discusses the state of commercial real estate. Rania Sedhom, Managing Partner at Sedom ...
Feb 14, 2025•26 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark McClain, CEO of Sailpoint Technologies, discusses SailPoint’s IPO. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. Dan Pickering, Chief Investment Officer at Pickering Energy Partners (PEP,) discusses the energy sector. Ellen Hazen, Chief Market Strategist & Portfolio Manager, at F.L.Putnam Investment Management, discusses her outlook on the markets. Hosts: Alix Steel...
Feb 13, 2025•26 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Enda Curran, Bloomberg Global Economy Reporter, on How Trump's Tariffs Could Undercut Growth. Marc Morial, CEO, National Urban League, on the Trump administration's federal funding freeze, the War on DEI and its impact, and what DEI rollbacks means for workers. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, on McDonalds earnings. Hosts: Alix Steel and Norah Mulinda See omnystudio.com/listener ...
Feb 10, 2025•21 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Disney earnings. David Havens, Bloomberg Intelligence Senior Credit Analyst, discusses Apollo Global Management raising record capital from private wealth. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Alphabet and Uber earnings. Antoine Vagneur Jones, BloombergNEF, Head of Trade & Supply Chains, gives re...
Feb 07, 2025•23 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Lindsey Piegza, Chief Economist at Stifel, discusses the January jobs report. Zach Wasserman, Chief Financial Officer at Huntington National Bank, talks about the firm's investor day and year ahead for regional banks. Kate Duchene, CEO of RGP, discusses the January jobs report. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/...
Feb 07, 2025•23 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the latest on Roblox earnings. Nancy Tengler, CEO and CIO of Laffer Tengler Investments, discusses her outlook for the markets. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Hosts: Paul Sweeney and John Tucker See omnystudio.com/listener for privacy information....
Feb 06, 2025•19 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Disney earnings. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses the latest on tariffs. Lisa Knee, Managing Partner and Head of Real Estate at EisnerAmper, discusses the latest on the commercial real estate sector. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information....
Feb 05, 2025•23 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Enda Curran, Bloomberg Global Economy Reporter, discusses China hitting back against President Donald Trump’s tariffs. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, talks about the latest with the fixed income space. Ernie Miller, CEO of Verde Clean Fuels, discusses the latest on the energy sector. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information....
Feb 04, 2025•19 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the impact of Donald Trump’s tariffs. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Bryan Whalen, CIO & Generalist Portfolio Manager at TCW's Fixed Income Group, gives his outlook for the markets, Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information....
Feb 03, 2025•21 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this podcast: T-Mobile CEO Mike Sievert on the company's quarterly earnings results. Bloomberg Intelligence Global Autos and Industrials Research Analyst Steve Man on GM Earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense & Airlines Analyst in JetBlue’s shares taking a plunge. Rachel Metz, Bloomberg AI Reporter on Chinese AI startup “DeepSeek” causing panic in the US tech world. Nora Wittstruck,...
Jan 31, 2025•37 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Laura Noonan, Bloomberg News Finance Reporter, on Big Take story: Banker Bonuses Turn Into 'Scratch-Off Ticket' with Stock Swings. Lorenzo Simonelli, CEO of Baker Hughes, on company earnings. And Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst on US Justice Department Sues to Block HPE's Purchase of Juniper Networks Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information....
Jan 31, 2025•22 min
Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Apple and Intel. They speak with: Bloomberg News Technology Reporter Jackie Davalos Angelo Zino, Senior Equity Analyst at CFRA Research Bloomberg Technology Co-Host Caroline Hyde See omnystudio.com/listener for privacy information.
Jan 30, 2025•35 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Kit Darby, President of KitDarby Aviation Consulting, on the DC plane/helicopter crash. Sylvia Jablonski, CEO and CIO of Defiance ETFs, to discuss her outlook for the markets. And Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst on Tesla Earnings Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information....
Jan 30, 2025•20 min
Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Tesla, Meta and Microsoft. They speak with: Bloomberg Intelligence Senior Technology Analyst Mandeep Singh Bloomberg Technology Co-Host Caroline Hyde James Cakmak, Technology Analyst at Clockwise Capital Bloomberg Intelligence Senior Technology Analyst Anurag Rana See omnystudio.com/listener for privacy information....
Jan 29, 2025•52 min
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. See omnystudio.com/listener for privacy information.
Jan 29, 2025•26 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. T-Mobile CEO Mike Sievert, discusses company earnings. Hosts: Paul Sweeney and John Tucker See omnystudio.com/listener for privacy information.
Jan 29, 2025•11 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. *Broadcasting Live from BAM Mutual* Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. Tom Doe, Founder and CEO, at Municipal Market Analytics, discusses the muni bond market. Peter DeGroot, Head of Muni Research, at JP Morgan, discusses the muni bond market. Nora Wittstruck, Chief Municipal Analytical Officer, at S&P Global Ratings, discusses the muni bond market. Mark Paris,...
Jan 28, 2025•44 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Chinese AI startup DeepSeek's new model raising questions about the dominance of US tech companies like Nvidia. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses today's DeepSeek news and market impact. Josh Pantony, CEO of Boosted.ai, discusses DeepSeek news and the AI space. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/li...
Jan 27, 2025•20 min
In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, raising questions over America’s technological dominance. Buzz grew over the weekend about DeepSeek’s latest AI model being cost-effective while running on less-advanced chips, casting doubt on the validity of the rich valuations for companies like Nvidia. You can hear more episodes of Bloomberg Dayb...
Jan 27, 2025•9 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. Todd Gillespie, Bloomberg Finance Reporter, discusses staffing moves at Goldman Sachs. Anurag Rana, Bloomberg Intelligence Technology Analyst, talks about SoftBank joining OpenAI and Oracle in an AI Pact. Nancy Cook, Bloomberg Senior National Political Correspondent discusses the Bloomberg Big Take story: “Trump Shows He I...
Jan 24, 2025•37 min
